Legacy Private Trust as of March 31, 2013
Portfolio Holdings for Legacy Private Trust
Legacy Private Trust holds 18 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Computer | 22.2 | $226k | 510.00 | 443.14 | |
| Autozone | 12.7 | $129k | 325.00 | 396.92 | |
| McKesson Corporation (MCK) | 7.9 | $81k | 750.00 | 108.00 | |
| CF Industries Holdings (CF) | 7.5 | $76k | 400.00 | 190.00 | |
| Valeant Pharmaceuticals Int | 6.7 | $68k | 900.00 | 75.56 | |
| inv grd crp bd (CORP) | 6.7 | $68k | 633.00 | 107.42 | |
| Marathon Petroleum Corp (MPC) | 5.3 | $54k | 600.00 | 90.00 | |
| Aflac | 4.6 | $47k | 900.00 | 52.22 | |
| ConocoPhillips (COP) | 4.1 | $42k | 700.00 | 60.00 | |
| Phillips 66 (PSX) | 3.7 | $38k | 550.00 | 69.09 | |
| Wal-Mart Stores (WMT) | 3.6 | $37k | 500.00 | 74.00 | |
| iShares S&P 500 Index (IVV) | 3.3 | $34k | 216.00 | 157.41 | |
| Actavis | 3.1 | $32k | 350.00 | 91.43 | |
| SPDR Barclays Capital Inter Term (SPTI) | 2.9 | $30k | 500.00 | 60.00 | |
| UnitedHealth (UNH) | 2.0 | $20k | 350.00 | 57.14 | |
| Bemis | 1.6 | $16k | 400.00 | 40.00 | |
| Barclays Bk Plc ipath dynm vix | 1.5 | $15k | 375.00 | 40.00 | |
| Oracle Corporation (ORCL) | 0.7 | $7.0k | 210.00 | 33.33 |
